英伟达CEO黄仁勋透露，与OpenAI的合作协议接近达成，并已投资Anthropic，旨在填补AI生态技术空白，推动行业发展。
英伟达最新财报显示，公司季度营收达680亿美元，同比增长73%，创下历史新高。其中数据中心业务贡献620亿美元，占比超九成，全年总营收达2150亿美元。公司首次细化披露数据中心收入构成，510亿美元来自以GPU为核心的计算业务。
英伟达CEO黄仁勋驳斥AI恐慌，称市场担忧AI取代软件工具是“最不合逻辑的事”。近期AI模型性能提升引发自动化担忧，导致软件股下跌。黄仁勋以比喻强调AI与软件协同发展的必然性。
英伟达CEO黄仁勋重申，对OpenAI的千亿美元投资计划正稳步推进，否认双方关系紧张传闻。去年9月双方宣布该投资，旨在支持OpenAI构建人工智能。
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